Daniel KellyCRD Number: 266912
Current Firm: Dmkc Advisory Services, LLC
Daniel Kelly (CRD# 266912) is an Investment Advisor Representative working at Dmkc Advisory Services, LLC in Des Moines, IA and has over 42 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Dmkc Advisoy Services LLC||Des Moines, IA||Aug 2007 - Current||14|
|Dm Kelly & Company||West Des Moines, IA||May 1995 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1979|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management540MILLIONS
Total Number of Accounts688ACCOUNTS
Average Account Value$785,079
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IA, IL, KS, MI, MN, MT, NE, SD, TX
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